贝莱德建信理财：A股市场整体估值较低看好港股高分红和科技成长板块

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智通财经APP获悉，在近日举行的贝莱德建信理财投资策略分享会上，贝莱德建信理财表示，当前A股市场整体估值较为便宜，处于下行空间较为有限、上行等待改善的状态，如果出现较为有利的信号，权益市场将存在一定投资机会，需耐心等待，在具体板块方面，刘睿较为看好高分红和科技成长板块。对于港股市场，港股价格相对较低，分红率更高;港股科技股盈利超出市场预期，估值较为便宜，具有参与价值。另外，在资产荒逻辑延续下，债市...

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href=http://www.zhitongcaijing.com/content/detail/1154812.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，在近日举行的贝莱德建信理财投资策略分享会上，贝莱德建信理财表示，当前A股市场整体估值较为便宜，处于下行空间较为有限、上行等待改善的状态，如果出现较为有利的信号，权益市场将存在一定投资机会，需耐心等待，在具体板块方面，刘睿较为看好高分红和科技成长板块。对于港股市场，港股价格相对较低，分红率更高;港股科技股盈利超出市场预期，估值较为便宜，具有参与价值。另外，在资产荒逻辑延续下，债市...</p>\n\n<a 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stocks","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159982":1,"399300":1,"YANG":1,"HSTECH":1,"HSCEI":1,"BLK":1,"BABA":0.8},"content_text":"智通财经APP获悉，在近日举行的贝莱德建信理财投资策略分享会上，贝莱德建信理财表示，当前A股市场整体估值较为便宜，处于下行空间较为有限、上行等待改善的状态，如果出现较为有利的信号，权益市场将存在一定投资机会，需耐心等待，在具体板块方面，刘睿较为看好高分红和科技成长板块。对于港股市场，港股价格相对较低，分红率更高;港股科技股盈利超出市场预期，估值较为便宜，具有参与价值。另外，在资产荒逻辑延续下，债市长期趋势向好。贝莱德建信理财副总经理及首席多资产投资官刘睿认为，当前A股市场整体估值较为便宜，处于下行空间较为有限、上行等待改善的状态。中国的出口和制造业较强是当前中国经济运行中的亮点。且当前正在深化资本市场改革，贯彻落实新“国九条”等，这些都将为资本市场带来长期、潜移默化的影响。如果出现较为有利的信号，权益市场将存在一定投资机会，需耐心等待。在具体板块方面，刘睿较为看好高分红和科技成长板块。对于港股市场，刘睿表示，同样较为看好高分红和科技板块。港股价格相对较低，分红率更高;港股科技股盈利超出市场预期，估值较为便宜，具有参与价值。但刘睿同时提示，港股波动性比A股高，受海外资金影响也较大。美股方面，刘睿认为，当前美股估值较贵，而且交易宽度越来越窄，科技股成为“拥挤度”最明显的领域。但从稍长时间周期来看，看好AI主题。从市场或盈利角度来说，底层的基础设施建设已经获得了很多投资，中间层慢慢有一些反应，但是应用层还没有形成明显热点。另外，黄金方面，从供需和降息角度看，当前美国实际利率下行可能性较高，这将对黄金价格形成支撑。从长期全球分散化配置的逻辑来看，出于对美元信用的担忧，市场购金需求会增加，从而支撑金价。此外，逆全球化及地缘政治、地缘冲突的潜在风险长期存在，也会支撑金价表现。如果三季度美联储有降息动作，很有可能成为下一波金价上涨的动力和催化剂。王登峰认为，在资产荒逻辑延续下，债券市场长期向好。一是因为上半年债券型基金发行回暖，债券型基金在新发基金中占比高达90%，比例上升，形成较高配债需求。二是保险和理财配置需求持续偏强。保险保费每年维持10%以上的增幅，7月银行理财规模季节性大幅增长后，配债力量有望继续加强。三是居民储蓄在寻找投资机会。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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贝莱德建信理财：A股市场整体估值较低 看好港股高分红和科技成长板块

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贝莱德建信理财：A股市场整体估值较低看好港股高分红和科技成长板块